PFXF icon

VanEck Preferred Securities ex Financials ETF
PFXF

Overview Fund Activity

180 hedge funds and large institutions have $574M invested in VanEck Preferred Securities ex Financials ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
71
Reduced
55
Closed
16
Calls
$243K
Puts
$157K
Net Calls
+$86K
Net Calls Change
-$136K

Top Buyers

1
CWM
Comprehensive Wealth Management
Washington
$41.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$29M
3
Wells Fargo
Wells Fargo
California
$24.6M
4
Morgan Stanley
Morgan Stanley
New York
$57.7M
5
MML Investors Services
MML Investors Services
Massachusetts
$17.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$18.1M
2
Bank of America
Bank of America
North Carolina
$62.4M
3
MWM
MY Wealth Management
Maryland
$0
4
UBS Group
UBS Group
Switzerland
$4.16M
5
ARG
Advisory Resource Group
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$42.6K +$6.1K +334 +17%
GGI
152
Godsey & Gibb Inc
Virginia
$42.3K – – –
HNB
153
Huntington National Bank
Ohio
$36.5K – – –
GWSG
154
GPS Wealth Strategies Group
Colorado
$34.7K -$3.65K -200 -10%
DWM
155
Darwin Wealth Management
Florida
$28.7K +$28.7K +1,573 New
PA
156
Parallel Advisors
California
$23.4K – – –
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$19.2K – – –
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$18.3K +$18.3K +1,000 New
FFA
159
Farther Finance Advisors
California
$15.5K – – –
RI
160
Ridgewood Investments
New Jersey
$14.8K – – –
WWM
161
Wolff Wiese Magana
California
$13.4K – – –
CAS
162
Coppell Advisory Solutions
Texas
$11.8K +$11.8K +645 New
RFS
163
Richardson Financial Services
Massachusetts
$11.6K +$5.78K +325 +100%
EWA
164
EverSource Wealth Advisors
Alabama
$10.2K -$13.9K -763 -58%
WBC
165
West Branch Capital
Massachusetts
$9.74K – – –
BWL
166
Bogart Wealth LLC
Virginia
$9.66K +$9.66K +529 New
HGERS
167
Householder Group Estate & Retirement Specialist
Arizona
$9K – – –
Simplex Trading
168
Simplex Trading
Illinois
$7K -$1.95K -113 -22%
BlackRock
169
BlackRock
New York
$5.73K -$843K -46,255 -99%
PS
170
Principal Securities
Iowa
$5.48K – – –
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.56K – – –
VanEck Associates
172
VanEck Associates
New York
$4K -$61.7K -3,564 -94%
CFD
173
Creative Financial Designs
Indiana
$3.47K – – –
CA
174
Clearstead Advisors
Ohio
$2.92K +$55 +3 +2%
NL
175
NVWM LLC
Pennsylvania
$2.56K +$2.56K +140 New
4 5 6
7
8